{"id":735,"date":"2018-11-23T18:47:35","date_gmt":"2018-11-23T18:47:35","guid":{"rendered":"\/agile\/?post_type=ht_kb&#038;p=735"},"modified":"2024-08-08T20:49:46","modified_gmt":"2024-08-08T20:49:46","slug":"how-to-work-with-the-picklist","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/how-to-work-with-the-picklist\/","title":{"rendered":"How to work with the Picklist"},"content":{"rendered":"<h3>Step 1 &#8211; Click Add from Picklist<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-352\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-1.jpg\" alt=\"\" width=\"960\" height=\"463\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-1.jpg 960w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-1-300x145.jpg 300w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-1-768x370.jpg 768w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-1-50x24.jpg 50w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-1-60x29.jpg 60w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-1-100x48.jpg 100w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/p>\n<div id=\"navigation\">\n<div id=\"output\">\n<h3>Step 2 &#8211; Choose to search for either employees visible to your user account, or other employees.<\/h3>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-354\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-2.jpg\" alt=\"\" width=\"950\" height=\"455\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-2.jpg 950w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-2-300x144.jpg 300w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-2-768x368.jpg 768w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-2-50x24.jpg 50w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-2-60x29.jpg 60w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-2-100x48.jpg 100w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/p>\n<div id=\"navigation\">\n<div id=\"output\">\n<h3>Step 3 &#8211; Choose the type of criteria to use when searching for employees.<\/h3>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-356\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-3.jpg\" alt=\"\" width=\"950\" height=\"455\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-3.jpg 950w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-3-300x144.jpg 300w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-3-768x368.jpg 768w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-3-50x24.jpg 50w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-3-60x29.jpg 60w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-3-100x48.jpg 100w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/p>\n<div id=\"navigation\">\n<div id=\"output\">\n<h3>Step 4 &#8211; Choose relevant data and add it to the query.<\/h3>\n<\/div>\n<\/div>\n<div id=\"slider\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-358\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-4.jpg\" alt=\"\" width=\"950\" height=\"455\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-4.jpg 950w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-4-300x144.jpg 300w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-4-768x368.jpg 768w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-4-50x24.jpg 50w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-4-60x29.jpg 60w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-4-100x48.jpg 100w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/p>\n<div id=\"navigation\">\n<div id=\"output\">\n<h3>Step 5 &#8211; Repeat the process for any other criteria you\u2019d like to use.<\/h3>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-360\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-5.jpg\" alt=\"\" width=\"950\" height=\"455\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-5.jpg 950w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-5-300x144.jpg 300w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-5-768x368.jpg 768w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-5-50x24.jpg 50w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-5-60x29.jpg 60w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-5-100x48.jpg 100w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/p>\n<div id=\"navigation\">\n<div id=\"output\">\n<h3>Step 6 &#8211; Click Find.<\/h3>\n<\/div>\n<\/div>\n<div id=\"slider\"><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-362\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-6.jpg\" alt=\"\" width=\"950\" height=\"455\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-6.jpg 950w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-6-300x144.jpg 300w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-6-768x368.jpg 768w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-6-50x24.jpg 50w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-6-60x29.jpg 60w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-6-100x48.jpg 100w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/p>\n<div id=\"navigation\">\n<div id=\"output\">\n<h3>Step 7 &#8211; From the resulting pool of employees, check those you\u2019d like to schedule and click Apply.<\/h3>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-364\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-7.jpg\" alt=\"\" width=\"950\" height=\"455\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-7.jpg 950w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-7-300x144.jpg 300w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-7-768x368.jpg 768w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-7-50x24.jpg 50w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-7-60x29.jpg 60w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-7-100x48.jpg 100w\" sizes=\"auto, (max-width: 950px) 100vw, 950px\" \/><\/p>\n<div id=\"navigation\">\n<div id=\"output\">\n<h3>Step 8 &#8211; Those employees have been added to the scheduling grid and can be scheduled.<\/h3>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-366\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-8.jpg\" alt=\"\" width=\"960\" height=\"463\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-8.jpg 960w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-8-300x145.jpg 300w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-8-768x370.jpg 768w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-8-50x24.jpg 50w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-8-60x29.jpg 60w, \/agile\/wp-content\/uploads\/sites\/2\/2018\/11\/Scheduler-How-to-work-with-the-Picklist-EN-Step-8-100x48.jpg 100w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/p>\n<h3>Additional Information<\/h3>\n<div id=\"AddInfo\">\n<p>The Picklist is a tool designed to help you find employees to schedule. It works well in conjunction with availability preferences and qualifications. Try experimenting with different sets of criteria to find a query that works well for you.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Step 1 &#8211; Click Add from Picklist Step 2 &#8211; Choose to search for either employees visible to your user account, or other employees. Step 3 &#8211; Choose the type of criteria to use when searching for employees. Step 4 &#8211; Choose relevant data and add it to the query&#8230;.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[5],"ht-kb-tag":[],"class_list":["post-735","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-scheduling"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/735","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=735"}],"version-history":[{"count":1,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/735\/revisions"}],"predecessor-version":[{"id":736,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/735\/revisions\/736"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=735"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=735"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}